Technology Crossover Management VIII
MENLO PARK, CAfiles as Technology Crossover Management VIII, Ltd.
$346m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 15.0% of the portfolio this quarter.
Value
$346m
Stocks
5
Top 10 share
100.0%
Turnover
15.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Payoneer GlobalPAYO | 70.4% | $243m | 34,197,116 | Held |
| Zillow GroupZ | 24.9% | $86m | 2,735,000 | Held |
| Zillow GroupZG | 3.5% | $12m | 384,337 | Held |
| NerdyNRDY | 1.0% | $4m | 3,949,791 | Held |
| Rent the RunwayRENT | 0.2% | $622,065 | 197,481 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 24.7% since 30 June 2025.
Where the money is
Technology98.8%
Retail & consumer1.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.